Sales / appointment booking / both. Define what counts as completion in your business system.
Products, services, pricing, opening hours, policies, FAQs, and an owner for updates.
For every commerce, CRM, or calendar platform, list required reads, writes, permissions, and the fallback if the connection fails.
Choose channels, contact preferences, outreach permissions, frequency, opt-out behavior, AI disclosure, and human escalation.
Try the expected journey and its exceptions. Check incorrect information, no availability, unsupported requests, system outages, and clinical handoff where relevant.
Track completed sales/bookings, quality, handoffs, complaints, opt-outs, and total cost. Agree who reviews results and when the workflow should pause.